Passive Investments
Passive Investment Framework
Macro Trends
Themes we like over 5-10 years
- Space
- E-Sports
- Asian Consumer
- USD weakening
- Disruption of traditional finance
- Biotech growth post-COVID
- Quantum Computing / AI / Machine Learning
- ESG / Sustainability
Tactical Opportunities
Dislocations & mispriced risk
- Temporary COVID disruptions
- Mismatch of capital in energy markets
- Mispriced rounds
- Secondary trades
- Seed hedge fund investing
Middle Market
Traditional middle market investing
Various positions in traditional private equity funds
Investment Team
David D’Addario
Principal
Ryan Boland
CEO/CIO
Dan Byrne
CFO/COO
